Victoria Marie James
Investment adviser representative at Key Investment Services LLC
14 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Key Investment Services LLCMay 2026 to now
- KeybankMay 2026 to now
- Equitable Advisors, LLCJun 2023 to Apr 2026
- UnemployedJan 2023 to Jun 2023
- Su-connect ConsultationJul 2022 to Jan 2023
- My-veggiesJan 2021 to Jul 2022
- Oak Mountain FarmNov 2018 to Dec 2020
- University At AlbanyAug 2018 to May 2022
- UnemployedMay 2018 to Aug 2018
- American Heritage Schools - Palm Beach CampusMay 2017 to Jun 2017
- Granville Junior Senior High SchoolSep 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7773286
- Firm CRD
- 136300